Pitcairn Trust Company
Description
Address: 99 Park Ave #320, New York, NY 10016 Phone: (212) 937-1020: : Website: : : : Place name: : Category: Hours: Website: http://www.pitcairn.com Category: Family Counselor Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pitcairn Posting publicly on the Web Write a review Reviews Be the first to review
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Pitcairn Trust Company Employees
Employee
Years
Job
Industry
Heather Kelly Heather Kelly's Pitcairn Trust Company Experience June 1995 - November 1999
Job Matching client needs with professional talent ~ Accounting/Real Estate Investment/Construction recruiting specialist
Industry Staffing and Recruiting
Experience
JES Holdings, LLC June 2014 - Present
Aspire Business Consulting, Inc. April 2012 - December 2014
Pitcairn Trust Company June 1995 - November 1999
Arthur Andersen June 1992 - June 1995
Mount Saint Joseph Academy 1984 - 1988
Skills
GAAP, Staffing Services, Applicant Tracking..., Auditing, Talent Acquisition, Internal Controls, Recruiting, SEC filings, Executive Search, Sarbanes-Oxley Act, Internet Recruiting, Human Resources, Finance, Accounting
Education
Temple University - Fox School of Business and Management 1989 — 1992
Bachelor of Business Administration (BBA), Accounting
Mount Saint Joseph Academy 1984 — 1988
JES Holdings, LLC June 2014 - Present
Aspire Business Consulting, Inc. April 2012 - December 2014
Pitcairn Trust Company June 1995 - November 1999
Arthur Andersen June 1992 - June 1995
Mount Saint Joseph Academy 1984 - 1988
Skills
GAAP, Staffing Services, Applicant Tracking..., Auditing, Talent Acquisition, Internal Controls, Recruiting, SEC filings, Executive Search, Sarbanes-Oxley Act, Internet Recruiting, Human Resources, Finance, Accounting
Education
Temple University - Fox School of Business and Management 1989 — 1992
Bachelor of Business Administration (BBA), Accounting
Mount Saint Joseph Academy 1984 — 1988
Frank Dattilo Frank Dattilo's Pitcairn Trust Company Experience February 1987 - September 2000
Job Information Security, Privacy and Risk Management
Industry Hospital & Health Care
Experience
Protiviti, Inc. October 2011 - Present
Southeast Medical Imaging February 2008 - April 2010
Quakerbridge Radiology Associates January 2006 - February 2008
GR Consulting January 2004 - December 2005
Globalwires September 2000 - December 2003
Pitcairn Trust Company February 1987 - September 2000
Ernst & Young 1983 - 1987
Skills
Strategic Planning, Six Sigma Business..., COBIT Control Framework, MS Project, Project Planning, Software Project..., Project Execution, Project Delivery, Cognos, Microsoft Office 2007, Joint Ventures, Operations Management, Information Security, ISO 27001, GLBA, HIPAA, Business Strategy, Business Analysis, Business Intelligence, Business Process..., Data Warehousing, Internal Controls, Financial Analysis, Financial Modeling, Financial Reporting, Practice Management, Full SDLC, Data Mining, Database Design, New Business Development, Project Management, IT Audit, Sarbanes-Oxley Act, Strategy, Control Framework, IT Management, Management, SDLC
Education
Temple University
MBA, Finance
Bloomsburg University of Pennsylvania 1971 — 1975
BS, Management, Computer Science
Protiviti, Inc. October 2011 - Present
Southeast Medical Imaging February 2008 - April 2010
Quakerbridge Radiology Associates January 2006 - February 2008
GR Consulting January 2004 - December 2005
Globalwires September 2000 - December 2003
Pitcairn Trust Company February 1987 - September 2000
Ernst & Young 1983 - 1987
Skills
Strategic Planning, Six Sigma Business..., COBIT Control Framework, MS Project, Project Planning, Software Project..., Project Execution, Project Delivery, Cognos, Microsoft Office 2007, Joint Ventures, Operations Management, Information Security, ISO 27001, GLBA, HIPAA, Business Strategy, Business Analysis, Business Intelligence, Business Process..., Data Warehousing, Internal Controls, Financial Analysis, Financial Modeling, Financial Reporting, Practice Management, Full SDLC, Data Mining, Database Design, New Business Development, Project Management, IT Audit, Sarbanes-Oxley Act, Strategy, Control Framework, IT Management, Management, SDLC
Education
Temple University
MBA, Finance
Bloomsburg University of Pennsylvania 1971 — 1975
BS, Management, Computer Science
Ross Pilling Ross Pilling's Pitcairn Trust Company Experience 1988 - 1994
Job Principal at Conservation Development Inc.
Industry Environmental Services
Experience
Conservation Development Inc. 1994 - Present
Pitcairn Trust Company 1988 - 1994
Skills
Conservation Easements, Environmental Resource..., Charitable Giving, Coordination of Estate..., Research and Analysis, Land Suitability Study, Prospects for Limited..., Market Research, Appraisal Management, Financial, Tax and..., Planning and Zoning..., Sewer, Water and..., Survey and engineering..., Legal coordination, Real Estate Development, Phase I environmental..., Entitlements and..., Construction..., Utility and..., Strategically Targeted..., Strategic digital media..., Brochures and..., Sales Coordination, Conveyancing;..., Title report..., Acquisition due..., Water well and soil..., Home inspections
Education
University of Pennsylvania 1976 — 1978
Masters, Regional Planning, Ecological Planning
University of Denver 1969 — 1974
Bachelor of Arts, American Studies
Conservation Development Inc. 1994 - Present
Pitcairn Trust Company 1988 - 1994
Skills
Conservation Easements, Environmental Resource..., Charitable Giving, Coordination of Estate..., Research and Analysis, Land Suitability Study, Prospects for Limited..., Market Research, Appraisal Management, Financial, Tax and..., Planning and Zoning..., Sewer, Water and..., Survey and engineering..., Legal coordination, Real Estate Development, Phase I environmental..., Entitlements and..., Construction..., Utility and..., Strategically Targeted..., Strategic digital media..., Brochures and..., Sales Coordination, Conveyancing;..., Title report..., Acquisition due..., Water well and soil..., Home inspections
Education
University of Pennsylvania 1976 — 1978
Masters, Regional Planning, Ecological Planning
University of Denver 1969 — 1974
Bachelor of Arts, American Studies
Jim Bankes, CPA/PFS Jim Bankes, CPA/PFS's Pitcairn Trust Company Experience 1995 - 2002
Job Tax and Financial Planning Expert for Executives, Business Owners, Athletes & Entertainers
Industry Financial Services
Experience
Raymond James Financial Services May 2002 - Present
Bankes Planning Associates 1989 - Present
TaxForAthletes.com July 2010 - Present
Pitcairn Trust Company 1995 - 2002
Gold, Meltzer, Plasy & Wise 1988 - 1995
Skills
Financial Planning, Marketing, Finance, Investments, Event Planning, Strategic Planning, Event Management, Social Media Marketing, Financial Advisory, Marketing Strategy
Education
University of Central Florida - College of Business Administration 2008 — 2009
MST, Masters Taxation (did not complete)
Rowan University 1983 — 1988
BS, Accounting
Raymond James Financial Services May 2002 - Present
Bankes Planning Associates 1989 - Present
TaxForAthletes.com July 2010 - Present
Pitcairn Trust Company 1995 - 2002
Gold, Meltzer, Plasy & Wise 1988 - 1995
Skills
Financial Planning, Marketing, Finance, Investments, Event Planning, Strategic Planning, Event Management, Social Media Marketing, Financial Advisory, Marketing Strategy
Education
University of Central Florida - College of Business Administration 2008 — 2009
MST, Masters Taxation (did not complete)
Rowan University 1983 — 1988
BS, Accounting
Alisha King's Pitcairn Trust Company Experience June 2001 - May 2003
Job Credit Analyst at Campbell Soup Company
Industry Consumer Goods
Experience
Campbell Soup Company January 2008 - Present
Washington Mutual 2003 - 2008
Pitcairn Trust Company June 2001 - May 2003
PBHG Mutual Funds March 1999 - June 2001
Sears, Roebuck and Co. January 2000 - March 2001
Sears, Roebuck and Co. February 1998 - January 1999
Education
Temple University 1999 — 2003
Campbell Soup Company January 2008 - Present
Washington Mutual 2003 - 2008
Pitcairn Trust Company June 2001 - May 2003
PBHG Mutual Funds March 1999 - June 2001
Sears, Roebuck and Co. January 2000 - March 2001
Sears, Roebuck and Co. February 1998 - January 1999
Education
Temple University 1999 — 2003
Joe Monahan, CFA's Pitcairn Trust Company Experience 1982 - 2001
Job Managing Director at Conestoga Capital Advisors
Industry Investment Management
Experience
Conestoga Capital Advisors December 2008 - Present
McHugh Associates April 2001 - December 2008
Pitcairn Trust Company 1982 - 2001
Education
Temple University 1985 — 1987
MBA, Finance
Penn State University 1977 — 1982
BS, accounting
Conestoga Capital Advisors December 2008 - Present
McHugh Associates April 2001 - December 2008
Pitcairn Trust Company 1982 - 2001
Education
Temple University 1985 — 1987
MBA, Finance
Penn State University 1977 — 1982
BS, accounting
Richard Holt, CFA's Pitcairn Trust Company Experience 1992 - 1995
Job Chief Investment Strategist at Legacy Advisors LLC
Industry Financial Services
Experience
Legacy Advisors LLC December 2005 - Present
1838 Investment Advisors 2003 - 2005
McHugh Associates 1996 - 2003
Fred Alger Management 1995 - 1996
Pitcairn Trust Company 1992 - 1995
Wheat First Butcher & Singer 1990 - 1992
Prudential Bache Securities 1986 - 1990
Wheat First Securities 1981 - 1986
Skills
Investments, Mutual Funds, Equities, Wealth Management, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Alternative Investments, Asset Allocation
Education
University of Richmond - Robins School of Business 1976 — 1980
BS, Economics, Finance and Accounting
The CFA Institute
CFA Designation
Legacy Advisors LLC December 2005 - Present
1838 Investment Advisors 2003 - 2005
McHugh Associates 1996 - 2003
Fred Alger Management 1995 - 1996
Pitcairn Trust Company 1992 - 1995
Wheat First Butcher & Singer 1990 - 1992
Prudential Bache Securities 1986 - 1990
Wheat First Securities 1981 - 1986
Skills
Investments, Mutual Funds, Equities, Wealth Management, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Alternative Investments, Asset Allocation
Education
University of Richmond - Robins School of Business 1976 — 1980
BS, Economics, Finance and Accounting
The CFA Institute
CFA Designation
Elena Rose's Pitcairn Trust Company Experience October 2014 - Present
Job Operations Specialist
Industry Financial Services
Experience
Pitcairn Trust Company October 2014 - Present
AMG Funds January 2001 - July 2014
Skills
Equities, Fixed Income, Asset Allocation, Account Reconciliation, Mutual Funds, Series 6, Series 63, OnBase, ILX, Bloomberg, Thompson One, Morgan Stanley Access, NIDS, GIM II, OASIS, Mates, Microsoft Office, Access, Microsoft Excel, Microsoft Word, MS Excel Pivot Tables, Equity Trading, Investments
Education
Holy Family University
Bachelor's Degree, Bachelor of Science in Business Administration Concentration in Finance
Bucks County Community College
Associate's Degree, Business Administration
Pitcairn Trust Company October 2014 - Present
AMG Funds January 2001 - July 2014
Skills
Equities, Fixed Income, Asset Allocation, Account Reconciliation, Mutual Funds, Series 6, Series 63, OnBase, ILX, Bloomberg, Thompson One, Morgan Stanley Access, NIDS, GIM II, OASIS, Mates, Microsoft Office, Access, Microsoft Excel, Microsoft Word, MS Excel Pivot Tables, Equity Trading, Investments
Education
Holy Family University
Bachelor's Degree, Bachelor of Science in Business Administration Concentration in Finance
Bucks County Community College
Associate's Degree, Business Administration
Chris Oekels's Pitcairn Trust Company Experience 2012 - Present
Job Network Administrator for Pitcairn Trust Company
Industry Information Technology and Services
Experience
Pitcairn Trust Company 2012 - Present
The Graham Company October 2000 - August 2011
Skills
Team Building, Servers, XP, Customer Service, Microsoft Excel, Active Directory
Education
Bucks County Community College
CHI Institute
Associates Degree, Computer Networking
Pitcairn Trust Company 2012 - Present
The Graham Company October 2000 - August 2011
Skills
Team Building, Servers, XP, Customer Service, Microsoft Excel, Active Directory
Education
Bucks County Community College
CHI Institute
Associates Degree, Computer Networking
Raymond McCaffrey's Pitcairn Trust Company Experience January 1996 - April 1997
Job CoFounder at FourScore Investment Partners, LP
Industry Investment Management
Experience
FourScore Income Partners, LP May 2013 - Present
McCaffrey Management, LLC January 2005 - April 2013
Pilgrim Baxter & Associates April 1997 - December 2004
Pitcairn Trust Company January 1996 - April 1997
Cypress Capital Management July 1992 - January 1996
Penn Mutual Life Insurance Company April 1990 - July 1992
Fidelity Bank October 1987 - March 1990
Skills
Portfolio Management, Equities, Investment Advisory, Investment Management, Investment Research, Asset Management, Asset Allocation, Wealth Management, Mutual Funds, Equity Research, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
Master's degree, Finance, General
Villanova University 1981 — 1985
Bachelor of Science (BS), Economics, Cum Laude
LaSalle College High School 1977 — 1981
High School Diploma, College Preparatory
FourScore Income Partners, LP May 2013 - Present
McCaffrey Management, LLC January 2005 - April 2013
Pilgrim Baxter & Associates April 1997 - December 2004
Pitcairn Trust Company January 1996 - April 1997
Cypress Capital Management July 1992 - January 1996
Penn Mutual Life Insurance Company April 1990 - July 1992
Fidelity Bank October 1987 - March 1990
Skills
Portfolio Management, Equities, Investment Advisory, Investment Management, Investment Research, Asset Management, Asset Allocation, Wealth Management, Mutual Funds, Equity Research, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
Master's degree, Finance, General
Villanova University 1981 — 1985
Bachelor of Science (BS), Economics, Cum Laude
LaSalle College High School 1977 — 1981
High School Diploma, College Preparatory